Bruce D. Steiner illustrates how IRA owners can take advantage of portability's new permanence...More
About Trusts & Estates
Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. Community members include estate-planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals and valuation experts.
Trusts & Estates is primarily a peer-review journal written by experts for professionals in the wealth management industry. Only very few articles are reported by journalists. We are always looking for writers with interesting ideas for articles. Click here to find out how you can contribute an article.
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None of the articles published by Trusts & Estates in any medium are intended to be used, nor can they be used, for the purpose of avoiding U.S. tax penalties.
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While the industry has been losing market share to the self-directed channel, a new J.D. Power report finds that satisfaction with the do-it-yourself platforms such as Scottrade and Charles Schwab has decreased from last year....More